Admission forms: designing what a family has to fill in
The questionnaire behind every application your school receives.
An admission form is the questionnaire an applicant fills in before becoming a learner. Admission Forms is where you build it: which questions are asked, in what order, of which type, how long the form stays open, and which class it is aimed at. Every application in your Applications queue belongs to one of these forms.
The secretary or the head of school owns this screen, and works on it once per intake — before the admission season opens rather than during it. The reason to do it early is that the fields are mapped to the school’s own records: a field mapped to the learner’s name or the requested class is what later fills the enrolment form automatically, so a question asked twice is a question that has to be retyped by a human.
Two things make a good form here. Ask only what you will use. Every extra field is a chance for a family to leave it blank, and a blank required field is a support call. And build on the default template rather than from nothing: Ekati opens a new form already loaded with the fields a school almost always needs — the pupil’s details, the guardian’s details, the requested level, and a documents section for the birth certificate, previous school records and anything else.
Publish an admission form in five steps
From the admissions menu to a form a family can fill.
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Step 1
Open Admissions > Admission Forms
The table lists every form with its title, academic year, target class, opening window, how many applications it has received, and whether it is published or still a draft.
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Step 2
Click New form
Give the form a Title families will recognise, a Description that says which year and which classes it covers, and choose the Academic Year. The class or group is optional — leave it empty for a form open to every level.
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Step 3
Set Opens at and Closes at
The window controls when the form accepts answers. Both dates are worth setting: an opens-at date stops the form going live before you have advertised it, and a closes-at date gives you a real intake deadline instead of one that exists in a corridor conversation.
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Step 4
Review the questions Ekati has prepared
A new form arrives loaded with pupil fields, guardian fields, a requested-level question and a documents section. Remove what you do not need, reorder what you keep, and use the Student / enrollment field setting to keep the mapping to the school’s records.
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Step 5
Save, then publish
Saving keeps the form as a Draft. Switch Published on when you want the queue to start filling — the Applications count on the row is your running intake total.
Choosing answer types and writing questions people answer
Eleven types, and the trap in the wrong one.
Pick the narrowest type that fits the answer
Short text, Email, Phone, Date, Dropdown, Single choice, Multiple choice, Paragraph, Single file and Multiple files are the types on offer. The narrowest one is always the best: a phone number entered as Phone is validated and shown consistently, while the same number typed into a Short text box will eventually arrive with a space in it and be called twice. Paragraph is for addresses and anything else genuinely long; Short text is for everything a line can hold.
Single choice beats a dropdown for short lists
A family choosing between First Year and Second Year can see both options at once in a Single choice field, where a Dropdown hides them until it is clicked. Reserve Dropdown for long lists, such as a requested class in a school with fifteen of them.
Required is a promise you must be able to keep
Only tick Required for a field you will genuinely block an application without, and only when you can supply the answer another way. A required birth certificate that families do not have means a queue of applications that cannot move; a document field that is optional, with the missing papers chased later, keeps the queue moving and is usually kinder.
File fields have limits worth stating in the label
A file question accepts only the types you allow and only up to the size you set, and the default for documents is PDF and common image formats at 10 MB. Families take a photo of a paper document with their phone far more often than they scan it, so make sure photographs are among the accepted types — and then say so in the help text under the question, because a family who is told to photograph a document will do it, while one who is left guessing will send a photograph anyway.
Mapping questions to the school’s records
The setting that saves the secretary an hour per admitted learner.
What a mapped field actually does
Each question can carry a Student / enrollment field mapping. When you map a question to the learner’s name, their email, their phone, their date of birth, their place of birth, their nationality, their guardian’s details or the requested class, the answer is no longer just text in a pile — it becomes part of the file that is created when the applicant is approved.
That is why the default template already carries these mappings on its first questions. Leave them in place and approval becomes a formality: the answers arrive in the enrolment form already filled, ready to be checked and saved. Remove a mapping by accident and the same applicant has to be retyped by hand, field by field, on the morning they start school.
Requested level is the mapping worth checking twice
The requested-class field is the one that decides where the learner goes. On the enrolment form it appears as the level requested, resolved against your real classes. Before you open an intake, check that a class a family will ask for actually exists and has room, because a request that matches nothing has to be resolved by hand and comes back as a phone call.
Questions you add yourself are simply questions
A field you invent — a previous school’s name, a health condition, how the family heard about you — carries no mapping, and that is fine. Its answer is stored with the application and visible to whoever reviews it, which is all you asked of it. Use it for the information you genuinely need; do not try to make it a record field.
Where admission forms lead
The two screens that consume a form.
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The queue
Applications
Every answer lands here as an application, ready for triage, correction requests and approval.
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The outcome
Enrollments
Approved applicants continue into enrolment with their mapped answers already filled in, and the class fee structure waiting.
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Target a level
Classes
Create the classes and groups first, so the requested-level question on your form has real options to resolve against.
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Aim at a year
Academic years
The academic year a form is attached to is the year applicants will be enrolled into — get it right before publishing.
Admission form questions
Asked by secretaries preparing the intake season.
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Can I edit a form after families have started applying?
Yes, and adding a question is safe. Do it rather than pushing families to a second form: open the form, click the add-question button, place the new field, and save. Existing applications keep their answers and simply acquire the new question as unanswered, which you can then chase through a correction request on the individual application. Removing or renaming a question that already has answers is a different matter — check the application count on the row before you do it.
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Why can’t I delete a form that already has applications?
Because those applications point at it. Ekati refuses the deletion and asks you to unpublish the form instead, which closes it to new applicants while keeping every answer already received readable. That is the right behaviour: a form with applications is a record of what families were asked, not a draft you can throw away.
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Should one form cover all classes, or one form per class?
One form per intake, with the level asked as a question, unless the classes need genuinely different documents. The requested-level question resolves against your real classes and comes through into the enrolment form, so a single form costs a family nothing and saves you maintaining three. Separate forms are worth it when a stream needs its own medical form, its own fee structure or a different set of documents.
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What happens if I forget to set a closing date?
The form stays open indefinitely, and applications keep arriving after the enrolment list has been printed. Set both dates. The opens-at date is also worth setting: it stops the form going live before the announcement has been made, which avoids the rush of applications from families who saw it early and were not ready.